Broker Check
Loreen  Leo, CLU®, ChFC®, FLMI

Loreen Leo, CLU®, ChFC®, FLMI

Owner, Carrol and Associates

Loreen Leo has worked with business insurance and retirement plan clients for over 20 years. She currently works with Jon Erickson and Tim Adkisson at Fortress Mega, LLC.

Loreen holds graduate degrees from Columbia University. She also holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Fellow, Life Management Institute industry (FLMI) designations.

Loreen is committed to working with her clients - helping to develop strategies which feature financial stability and growth.